Tim Burch Portfolio
Invests via UNC Management Company Inc. | Managed by Stefan Strein
Invests via UNC Management Company Inc.
Managed by Stefan Strein
Automatically Tracked
Tim Burch Profile
Tim Burch has established himself as a notable figure in entrepreneurial ventures, primarily focusing on innovation within the technology sector. With a wealth of experience in leading startups through their growth phases, he has consistently demonstrated an ability to identify and capitalize on emerging market trends. His background includes both hands-on operational roles and strategic leadership positions that have driven successful product launches and market expansions. Tim's expertise not only spans product development but also extends into navigating competitive landscapes effectively. His impact is particularly evident in fostering dynamic teams and cultivating collaborative environments that propel organizations towards significant milestones.
Tim Burch has established himself as a notable figure in entrepreneurial ventures, primarily focusing on innovation within the technology sector. With a wealth of experience in leading startups through their growth phases, he has consistently demonstrated an ability to identify and capitalize on emerging market trends. His background includes both hands-on operational roles and strategic leadership positions that have driven successful product launches and market expansions. Tim's expertise not only spans product development but also extends into navigating competitive landscapes effectively. His impact is particularly evident in fostering dynamic teams and cultivating collaborative environments that propel organizations towards significant milestones.
Investment Philosophy & Strategy
Innovation within the technology sector represents a core focus for this seasoned entrepreneur. Tim Burch's ability to discern emerging trends informs his approach, enabling timely decisions that leverage market dynamics effectively. With substantial experience navigating operational complexities and fostering team cohesion, he emphasizes adaptability in strategy execution. His entrepreneurial background is characterized by the agility to pivot as necessary while driving growth initiatives forward. This blend of strategic foresight and practical experience allows him to maximize opportunities in fast-evolving environments.
Innovation within the technology sector represents a core focus for this seasoned entrepreneur. Tim Burch's ability to discern emerging trends informs his approach, enabling timely decisions that leverage market dynamics effectively. With substantial experience navigating operational complexities and fostering team cohesion, he emphasizes adaptability in strategy execution. His entrepreneurial background is characterized by the agility to pivot as necessary while driving growth initiatives forward. This blend of strategic foresight and practical experience allows him to maximize opportunities in fast-evolving environments.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
145.26%
Gain -0.99%
Monthly
1.16%
Yearly
14.88%
Drawdown
39.1%
$2.11B
Equity
Holdings
$2.11B
Investment
$1.74B
$375.59M
Profit -$8.09M
Realized
$5.5M
Unrealized
$370.1M
Dividends
$37.51M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.99%
Profit
-$8.09M
Win %
85%
This Week
Compared To Last Week
Gain
-1.6%
Profit
-$34.35M
Win %
85%
This Month
Compared to last month
Gain
0.17%
Profit
$3.49M
Win %
85%
This Year
Compared to last year
Gain
1.9%
Profit
$39.35M
Win %
81%
Events
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Dividends
Dividend Analysis
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| Trades 61 | Longs Won 29/61 47% | Profit Factor 12.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $20.31M |
| Average Win $14.06M | Best Trade (Oct 14) $119.96M | Sharpe Ratio -7.33 |
| Average Loss -$1M | Worst Trade (Jun 30) -$11.64M | Z-Score 1.31 (81.1%) |
| Commissions $0 | Avg. Trade Length 7m 3w 6d | Expectancy $6.16M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.14% |
| Consecutive Losing Trades | 2,101 | 1,891 | 1,681 | 1,471 | 1,261 | 1,050 | 840 | 630 | 420 | 210 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 CBRS Cerebras Systems Inc. | 20,084 | $4.44M | $2.77M | - | -$1.66M | -37.51% | -2.389% |
 IEFA iShares Core MSCI EAFE ETF | 2.04M | $187.88M | $195.46M | - | $7.58M | 4.03% | +0.063% |
 IEMG iShares Core MSCI Emerging Markets ETF | 1.39M | $100.54M | $107.35M | - | $6.81M | 6.77% | -1.723% |
 IVV iShares Core S&P 500 ETF | 2.03M | $1.28B | $1.56B | - | $283.41M | 22.18% | -0.348% |
 IWV ISHARES RUSSELL 3000 ETF | 529,017 | $160.78M | $229.38M | - | $68.6M | 42.67% | -0.322% |
 PR Permian Resources Corporation | 482,830 | $6.18M | $11.55M | - | $5.37M | 86.87% | -0.582% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Tim Burch?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $38.44M, ISHARES RUSSELL 3000 ETF - $9.24M, Coinbase Global, Inc - $7.68M, iShares Core MSCI EAFE ETF - $2.32M, and Permian Resources Corporation - $1.73M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares Russell 1000 Value ETF - $11.26M, Snowflake Inc - $1.39M, Affirm Holdings, Inc - $1.23M, Grab Holdings Limited - $1.04M, and Amplitude, Inc - $963,622.73. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tim Burch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $37.51M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $21.6M, iShares Russell 1000 Value ETF - $7.46M, ISHARES RUSSELL 3000 ETF - $5.04M, iShares Core MSCI EAFE ETF - $2.32M, and iShares Core MSCI Emerging Markets ETF - $730,485.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tim Burch's monthly returns?
Tim Burch's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Tim Burch's strategy be considered aggressive or moderate?
Tim Burch's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Tim Burch's strategy?
Tim Burch's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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